SFE Investment Counsel’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $286K | Sell |
527
-25
| -5% | -$13.6K | 0.05% | 124 |
|
|
2025
Q1 | $273K | Sell |
552
-30
| -5% | -$14.9K | 0.05% | 125 |
|
|
2024
Q4 | $304K | Sell |
582
-772
| -57% | -$403K | 0.06% | 98 |
|
|
2024
Q3 | $665K | Sell |
1,354
-50
| -4% | -$24.6K | 0.14% | 91 |
|
|
2024
Q2 | $625K | Sell |
1,404
-6
| -0.4% | -$2.67K | 0.14% | 90 |
|
|
2024
Q1 | $563K | Sell |
1,410
-2
| -0.1% | -$798 | 0.13% | 92 |
|
|
2023
Q4 | $476K | Buy |
1,412
+83
| +6% | +$28K | 0.12% | 94 |
|
|
2023
Q3 | $388K | Sell |
1,329
-90
| -6% | -$26.3K | 0.11% | 98 |
|
|
2023
Q2 | $485K | Sell |
1,419
-121
| -8% | -$41.4K | 0.14% | 91 |
|
|
2023
Q1 | $464K | Hold |
1,540
| – | – | 0.14% | 91 |
|
|
2022
Q4 | $389K | Buy |
1,540
+27
| +2% | +$6.82K | 0.12% | 100 |
|
|
2022
Q3 | $284K | Buy |
1,513
+2
| +0.1% | +$375 | 0.09% | 109 |
|
|
2022
Q2 | $303K | Hold |
1,511
| – | – | 0.09% | 107 |
|
|
2022
Q1 | $456K | Sell |
1,511
-161
| -10% | -$48.6K | 0.12% | 100 |
|
|
2021
Q4 | $601K | Buy |
1,672
+10
| +0.6% | +$3.59K | 0.15% | 95 |
|
|
2021
Q3 | $551K | Hold |
1,662
| – | – | 0.15% | 94 |
|
|
2021
Q2 | $509K | Sell |
1,662
-60
| -3% | -$18.4K | 0.14% | 93 |
|
|
2021
Q1 | $424K | Buy |
1,722
+309
| +22% | +$76.1K | 0.12% | 94 |
|
|
2020
Q4 | $385K | Sell |
1,413
-42
| -3% | -$11.4K | 0.12% | 96 |
|
|
2020
Q3 | $344K | Buy |
1,455
+324
| +29% | +$76.6K | 0.14% | 95 |
|
|
2020
Q2 | $215K | Sell |
1,131
-93
| -8% | -$17.7K | 0.1% | 100 |
|
|
2020
Q1 | $202K | Hold |
1,224
| – | – | 0.11% | 98 |
|
|
2019
Q4 | $241K | Hold |
1,224
| – | – | 0.1% | 104 |
|
|
2019
Q3 | $220K | Sell |
1,224
-300
| -20% | -$53.9K | 0.09% | 111 |
|
|
2019
Q2 | $266K | Buy |
1,524
+213
| +16% | +$37.2K | 0.11% | 103 |
|
|
2019
Q1 | $249K | Sell |
1,311
-1,932
| -60% | -$367K | 0.11% | 107 |
|
|
2018
Q4 | $518K | Buy |
3,243
+864
| +36% | +$138K | 0.27% | 86 |
|
|
2018
Q3 | $455K | Buy |
2,379
+102
| +4% | +$19.5K | 0.18% | 102 |
|
|
2018
Q2 | $363K | Buy |
+2,277
| New | +$363K | 0.15% | 104 |
|
|
2015
Q3 | – | Sell |
-4,230
| Closed | -$228K | – | 98 |
|
|
2015
Q2 | $228K | Sell |
4,230
-630
| -13% | -$34K | 0.09% | 95 |
|
|
2015
Q1 | $273K | Hold |
4,860
| – | – | 0.11% | 87 |
|
|
2014
Q4 | $286K | Sell |
4,860
-90
| -2% | -$5.3K | 0.12% | 82 |
|
|
2014
Q3 | $254K | Hold |
4,950
| – | – | 0.11% | 80 |
|
|
2014
Q2 | $226K | Hold |
4,950
| – | – | 0.09% | 81 |
|
|
2014
Q1 | $241K | Hold |
4,950
| – | – | 0.1% | 81 |
|
|
2013
Q4 | $211K | Buy |
+4,950
| New | +$211K | 0.09% | 82 |
|